Kaizen #16 - Python SDK
Hello everyone!
Welcome back to another week of Kaizen!
This week, we will discuss the Python SDK.
What is the Python SDK for Zoho CRM?
Python SDK allows you to create client Python applications that you can integrate with Zoho CRM, effortlessly. It serves as a wrapper for the REST APIs, thus making it easier to use the services of Zoho CRM.
Here is a sample of how the SDK acts as a middle ware between Zoho CRM and a client Python Application.
What can you do with the Python SDK?
- Exchange data between Zoho CRM and the client application where the CRM entities are modelled as classes.
- Authenticate your application easily every time you sync data between Zoho CRM and your application, as the SDK takes care of generating the access/refresh tokens automatically.
Environment Setup
- Client app must use Python 2.7 or above. You can download Python through https://www.python.org/downloads/
- Client app must have python requests installed. Refer to Installation of Python Requests or use the command pip install requests to install them.
How to Start using the Python SDK?
Follow the below steps:
- Step-1: Register your application (Self Client or Web-based client)
- Step-2: Install the SDK
- Step-3: Import the SDK in your project
- Step-4: Initialize the SDK
4.a. Choose the token persistence method
4.b. Setup the configuration dictionary
4.c. Generate the tokens - Step-5: Connect to Zoho CRM through the available methods
Let us now discuss these steps in detail.
Step-1: Register your application
All the Zoho CRM APIs are authenticated by the OAuth2.0 standards. It is mandatory to authenticate your application with Zoho.
You can register your application either as a Self Client (single user app) or a web-based app (multiple users app).
1.a. Self Client
- Go to https://api-console.zoho.com.
- Click ADD CLIENT.
- Choose the Client Type as Self Client, and click CREATE.
- You will receive a client ID and a client secret upon successful registration.
1.b. Web-based Client
- Go to https://api-console.zoho.com.
- Click ADD CLIENT.
- Choose the client as Web based and click CREATE NOW.
- Specify the client name, homepage URL of your application's UI, and a redirect URI to which you want to redirect the users after they grant consent to your application.
- Click CREATE.
- Your client ID and client secret will be displayed.
Step-2: Install the SDK
You can install the Python SDK through pip. Pip is a tool for dependency management in Python.
Refer to https://pip.pypa.io/en/stable/installing/ to install pip.
To install the SDK, run the below command in your Python IDE.
pip install zcrmsdk |
This command installs the Python and creates a package named zcrmsdk in the installation directory of python (Example: '/Library/Python/2.7/site-packages').
Note
You must also have the Python requests installed. Run the command pip install requests to install them.
Step-3: Import the SDK in your project
Use the below statement in your IDE to import the downloaded SDK in your code.
import zcrmsdk |
You can also set an alias for the imported SDK module. Run the below command to import the SDK in a custom name.
import zcrmsdk as your_custom_name |
Note that you must use this name while referencing to any class in the SDK.
Example:
import zcrmsdk as my_zoho_sdk my_zoho_sdk.ZCRMRestClient.initialize(config) |
Step-4: Initialize the SDK
Initializing the SDK involves the following steps.
- Step 4.a - Choosing the token persistence method
- Step 4.b - Setting up the configuration dictionary
- Step 4.c - Generating the tokens
4.a. Token Persistence
Your application should retain tokens (grant, access, and refresh tokens) to automate the process of data sync between your python application and Zoho CRM.
You can persist (store) the tokens in three ways.
- MySQL Persistence (default)
- File Persistence
- Custom DB Persistence
4.a.1. MySQL Persistence
When you want to store the tokens in the MySQL DB, run the below command to install the necessary package.
pip install mysql-connector |
In this case, you must include the following keys in the configuration dictionary (discussed in the next section), along with other mandatory keys.
"mysql_username": "root",
"mysql_password": "*****",
"mysql_port":" port_number"
Note
When you use MySQL persistence, ensure that
- MySQL runs in the same machine serving at the mentioned port (The default port is 3306.)
- There is a database named zohooauth.
- There is a table name oauthtokens with the columns useridentifier (varchar(100)), accesstoken (varchar(100)), refreshtoken (varchar(100)) and expirytime (bigint).
4.a.2. File Persistence
If you want to store the tokens in a file, you can create a file named zcrm_oauthtokens.pkl and provide the absolute path of the directory containing this file in the below key of the configuration array.
"token_persistence_path": "path_to_the_folder_containing_the pkl_file"
If you do not create this file, the SDK itself creates this file in the path you have specified, and persists the tokens there.
Note: This method is recommended only for self client apps.
4.a.3. Custom DB Persistence
To use custom DB persistence, you must
- Implement AbstractBaseClass (AbstractZohoOAuthPersistence from OAuthClient.py), and write a custom implementation of the following functions:
get_oauthtokens(user_email)
save_oauthtokens(oauthtokens)
delete_oauthtokens(user_email)
Include the following keys in the configuration dictionary, along with other mandatory keys.
"persistence_handler_class": "ClassName of the custom implementation",
"persistence_handler_path": "Absolute path of the module (.py file)"
4.b. Configuration dictionary
The below table contains the list of keys you must include in the configuration dictionary based on the type of persistence.
Mandatory keys
File Persistence | MySQL Persistence | Custom DB Persistence |
client_id | client_id | client_id |
client_secret | client_secret | client_secret |
redirect_uri | redirect_uri | redirect_uri |
token_persistence_path | mysql_username | persistence_handler_class |
-- | mysql_password | persistence_handler_path |
-- | mysql_port | -- |
currentUserEmail | currentUserEmail | currentUserEmail |
Optional keys
File Persistence | MySQL Persistence | Custom DB Persistence |
applicationLogFilePath | applicationLogFilePath | applicationLogFilePath |
sandbox | sandbox | sandbox |
access_type | access_type | access_type |
accounts_url | accounts_url | accounts_url |
apiBaseUrl | apiBaseUrl | apiBaseUrl |
apiVersion | apiVersion | apiVersion |
Where,
- client_id, client_secret, and redirect_uri - Client details you received after registering your application. For self client apps, you can pass a dummy value for the redirect uri.
- token_persistence_path - The path to store the OAuth tokens in the file. This key is mandatory if you want to use file persistence. If you include this key, this method takes precedence over other persistence methods.
- mysql_username, mysql_password, mysql_port - The MySQL username, password, and the port, respectively.
- persistence_handler_class - Name of the class of the custom implementation for persistence. This key is mandatory if you want to use custom persistence.
- persistence_handler_path - Absolute path of the module (.py file). This key is mandatory if you want to use custom persistence.
- applicationLogFilePath - The absolute path to log the exceptions during the usage of the SDK.
- sandbox - Boolean key to make API calls to the sandbox environment. The value true makes API calls to the sandbox. Default value is false.
- access_type - Must be set to offline as the SDK does not support online OAuth client, now.
- accounts_url - The domain-specific accounts URL from which you generate the tokens.For US: https://accounts.zoho.com
For EU: https://accounts.zoho.eu
For CN: https://accounts.zoho.com.cn
For IN: https://accounts.zoho.in - apiBaseUrl - The domain-specific API URL from which you make API calls. For users from domains other than the US, this key is mandatory.For US: https://www.zohoapis.com
For EU: https://www.zohoapis.eu
For CN: https://www.zohoapis.com.cn
For IN: https://www.zohoapis.in - apiVersion - Represents the version of the CRM APIs. The value is v2.
- currentUserEmail - The email ID of the current user. When you do not specify this value, the SDK throws an exception. This key is mandatory in the configuration dictionary for self-client apps.
For web-based apps, set the user Email ID in the current thread as an attribute.
threading.current_thread().setattr('current_user_email','user@email.com') |
Below is a configuration dictionary with all the keys.
config = { "apiBaseUrl":"https://www.zohoapis.com", "apiVersion":"v2", "currentUserEmail":"email@gmail.com" "sandbox":"False" "applicationLogFilePath":"", "client_id":"1000.3xxxxxxxxxxxxxxxxxxxxxxxxX0YW", "client_secret":"29xxxxxxxxxxxxxxxxxxxxxxxxxxxxx7e32", "redirect_uri":"https://www.abc.com", "accounts_url":"https://accounts.zoho.com", "token_persistence_path":"/Users/Zoho/Desktop/PycharmProjects",//For File Persistence "access_type":"offline", //Use the below keys for MySQL DB persistence "mysql_username":"", "mysql_password":"", "mysql_port":"3306", //Use the below keys for custom DB persistence "persistence_handler_class" : "Custom", "persistence_handler_path": "/Users/Zoho/Desktop/PythonSDK/CustomPersistance.py" } |
Now that you have created and registered your app with Zoho, you must authenticate it.
Pass the configuration dictionary in the method ZCRMRestClient.initialize(config) and authenticate your app.
4.c. Generating the tokens
As the V2 Zoho CRM APIs follow the OAuth2.0 protocol, it is mandatory to authorize the OAuth2.0 app before using the SDK functions with an access token.
You can generate an access token from a grant token.
You can generate the grant token in two ways based on the type of client.
For Self Client Applications
- Log in to Zoho and go to Zoho Developer Console.
- Select your Self Client.
- Provide the necessary scopes separated by commas, along with the scope aaaserver.profile.READ.
- Select the Time Duration from the drop-down. This is the time the grant token is valid for.
- Provide a description for the scopes. Click GENERATE.
- Copy the grant token.
For Web-based Applications
It is the responsibility of your client app to generate the grant token for the users trying to login.
Your Application's UI must have the Login with Zoho option to open the grant token URL of Zoho, which would prompt for the user's OAuth2.0 authorization.
Upon the successful login of the user, the grant token will be sent as a parameter to your registered redirect URL.
Generating an access token from the grant token
Use the below code snippet in your main class.
zcrmsdk.ZCRMRestClient.initialize(config) oauth_client = zcrmsdk.ZohoOAuth.get_client_instance() grant_token = "paste_grant_token_here" oauth_tokens = oauth_client.generate_access_token(grant_token) |
Note
- The code snippet to generate the access token from the grant token is valid only once per grant token. If the grant token expires before you generate the access token, you must generate a new grant token only.
- Generating access and refresh tokens is a one-time process. After the tokens are generated the first time, the SDK persists them based on the keys defined in the configuration dictionary, and refreshes the access token as and when required.
Step-5: Connect to Zoho CRM through the available methods
The below image shows the sample code to get the current user details. You can find the code for this sample in the attachment.
The below image contains the response to the above code.
We hope you found this post useful. Stay tuned for more!
Cheers!
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Shylaja S
Sticky Posts
Client Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! CommandsKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientKaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts
Hello everyone! Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script. 1. How to auto-tag a record based on field update? 2. How to Open a pre-filled email draft This post will provideExtension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use APIKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Send Whatsapp with API including custom placeholders
Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order numberIncrease Round Robin Scheduler Frequency in Zoho Desk
Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operatesSeparate One-Time Mentions from Ongoing Ticket Following in Zoho Desk
Dear Zoho Desk Support Team, We are writing to request an enhancement to the mention functionality within Zoho Desk. Currently, when an agent is mentioned in a ticket, they receive notifications for all subsequent activity on that ticket, similar to beingMass update Accounts in Zoho Desk
We used the integration feature to bring in all of our accounts from Zoho CRM. While all of the names and links are in place, on the Zoho Desk side the email, phone, website, and address fields are blank. By going into each account I can select "UpdateVivaldi will not open the Zoho Mail app when I click a email link in the browser
I'm running Vivaldi on Arch with the Plasma desktop and have under default applications Zoho Mail set as my default email client. Whenever I click a email link in Vivaldi I get the below when it should be launching Zoho. Any ideas on rectifying this issue?Digital publisher
Kinetic Digital Publisher provides comprehensive digital publishing services, including eBook creation, formatting, cover design, and marketing. We help authors publish and promote their work across online platforms with ease.Time Zone Correction with Daylight Savings Time
Hey, I'm writing a series of reports where the source data is synced from an external source which stores the date/time information in GMT, but I want the reports to be in local time. Now, I understand there is the CONVERT_TZ function which allows meLoad form in iframe without header
I am trying to load a form into an iframe without the header, but I am not having any luck. I am using openUrl() to load the iframe with the form URL and zc_Header set to false, e.g. #Form:Add_Case?zc_Header=false but it is still loading the header. AnyFilter embedded report
How to filter embedded report in a page, below code is not working. dateField => startDate & dateField=< endDate The report should print on page containing records from startDate to endDate. params='zc_Header=true&Service_Date__gte=<%=startDate%>&Service_Date__lte=<%=endDate%>'Creator Simplified #5: Set file upload restrictions in Zoho Creator
Hey Creators, Welcome to the next post in the Creator Simplified series. Today, we’ll explore how to implement file upload restrictions to limit user submissions to specific file types. By implementing an allowed list for file uploads, you can optimizeField Type: Address, Change District/State to Dropdown with picklist??
Using the Address Field type, is there a way to make the District/State field be a dropdown with a picklist so the users can select rather than type the state name every time? I know this can be done if I use a drowdown field for the State (or entire address information), but that isn't as tidy as using the address field type. I apologize if this is a duplicate. I posted this question the other day, or so I though. Can't find that post.cutomized fields are not showing up in zoho creator from zoho crm
We have customized fields in zoho crm under accounts module like "Last production upgrade" --> This field is a date. When created a solution in zoho creator i couldn't find any of the customized fields. Would you please help me on this matter? ThanksHow to Add Bulk Data in Zoho Creator Forms Using Deluge Without Exceeding Execution Time Limit
I have a database form with a column named 'Product Name' containing 8000 values in a Zoho Creator form. In another form named 'Returns Data,' I have a column with the same name, 'Product Name.' How do I add these 8000 values to the 'Returns Data' formOpen New Free Zoho Account
Hi Team, Do you guys offer a free email hosting? I do have a domain already. If yes, what is the process to open the new account? Thanks,554 5.7.1 : Recipient address rejected: user info@intimspace.de does not exist
554 5.7.1 : Адрес получателя отклонен: пользователь info@intimspace.de не существует I can't send an email to Google at info@intimspace.de. An error comes. I entered everything correctly in DNS https://zohomail.tools/#domainDetails/intimspace.de/ALLEmails going back unread
Hi all, When in Zoho mail - when I recieve a new mail it puts back all emails read that day back to unread - I then have to go back through and open all emails I have already read! Gets very annoying... Any idea on the bug fix?Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"
it is really annoying.Constraints on Tasks
We have a use case where we have certain fixed date tasks and need to schedule predecessor tasks around these. Predecessor tasks need to be completed with a lag before the fixed date. We should be able to schedule the start and end date for predecessorMoving Project Dependencies Not Moving Precedessors
Most of the time we want to base our start dates around an event that is in the middle of the project template. If I set a bar up at the date we want it, it doesn't move the predecessors up. Is there a way to change this? eg. there is no point startingCan you set task due dates to be "x" days before the milestone?
We have a milestone set as the date of our first event. All of the tasks need to happen in increments prior to the milestone event. Is there a way to configure this without having to set up each task due date? Thanks!Default ticket template in helpcenter
Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.Expanded data-capturing capabilities with enhanced tabular sections
We are thrilled to announce an update to Zoho Recruit that brings even more flexibility and customization to your recruiting process. With the addition of 10 new field types to the tabular sections, you now have the power to enhance your tabular sectionsIntegration of Business Hours in Email Templates
Dear Zoho Desk Team, We would like to propose a feature enhancement to Zoho Desk that would greatly improve the utility of the Business Hours settings and streamline communication with our clients. Feature Request: Integration of Business Hours in EmailAdd Owner to deluge-created module record note
Is it possible to include the "owner" aka "creator", of a Note when creating it via delulge? This sets "superadmin" as the Note creator. I need to override it. notemap = Map(); notemap.put("Parent_Id",program_contact_id); notemap.put("Note_Content",program_contact_data.get('Note'));Blueprint - Field Validation Criteria (During)
When setting validation criteria elsewhere in Zoho, or even workflow criteria etc., there are Is Empty and Isn't Empty options. Within the Field Validation Criteria within Blueprint, those options aren't available. Is there a particular reason for this?Delete Field that is used in a Zoho Flow connection
I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the promptedUse image on img HTML tag
Hi how could I do to use my image saved in Workdrive to use it in an HTML img tag ? I need to display it on my website without having to use iframes. Regards,ZOHO Compain emails going to spam after authentication is successful
Hello, I am frustrated right now. I have recently setup the zoho email compaign, The auto responder email went to receipient spam folder. then, I researched a lot and completed authentication (SPF, DKIM) in email deliverability, email relay in zoho crm.Security Policies
To protect against cyber threats and attacks, organizations need to set up security policies for their employees' accounts. Security policies are rules and regulations for every individual or group using the organization's assets and resources. EnablingZoho CRM functions editor is not in the programming language deluge
I am trying to write a function for a button. I helped someone before in deluge and I'm using this new editor I'm not familiar with - I guess it is new. Why is the default code statically typed? The editor will not let me create a variable without a type."Age in Days" calculation in Advanced Analytics
Hi Can someone advise how this is calculated? I am getting values on this report which I cannot understand. Thank youAutomatically set quotes to "lost" if deal is set to lost
Hi, Is there a way to automate that if a deal (opportunity) is lost the related quotes are also set to lost? Thanks!Subdomain
How can i make subdomain in my zoho websiteA/R Aging Details shows wrong aging days
In the A/R Summary Report all of the invoices are in the right aging buckets. When I run the A/R Aging Details report I get aged dates of +300 days when they should be in the 0-90 day range.Global Choice List share ownership
I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. GeoffDomain Transfer
I have a Godaddy domain, how i can transfer it to Zoha? and how i can move my website to Zoho server? With my best wishes.Project Templates & Reminders
I am getting projects all set up to work for our company and am running into a problem that I'm hoping is easily fixable. I have created a project template and within that project, there are reminders set on certain tasks. When I create a project fromKaizen #126 - Circuits in Zoho CRM - Part 1
Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the differentCreate customized SLAs for your customer base with support plans
Managing customer expectations, prioritizing critical issues, and resolving customer inquiries on time is quite a juggle. Without a clear timelines or defined priorities, a support team may struggle with delays in response, SLA violations, and pendingZoho Flow or Schedules
I have a process where we text our leads 7 times over a 14 day with different content for each text. I created one flow in Zoho Flow to do this, but wondering if there is a more efficient way to accomplish this via Schedules. It goes on for 6 more timesNext Page